Document Management Software: Features & Benefits

Document Management System Features

The best document management software covers all bases. At Virtual Cabinet, we are here to help you streamline your business and speed up your workflows. To do that, we provide extensive resources and tools for our customers. The most popular document management features we offer are:

Electronic-Signatures

Speed up the process of obtaining approvals and completing business transactions - gets jobs done quicker.

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Content Collaboration

Connect all departments with clients through Virtual Cabinets simple, secure and efficient document management software.

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Document Storage

Securely store and manage the entire lifecycle of all your documents from a single platform.

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Automatic Filing

Automatically file emails and attachments, practice management files and scanned documents into Virtual Cabinet.

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Secure File Sharing

Send large documents to anyone, anywhere, on any device via GetBusy.

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Integrations

Combine the best document management software with Microsoft Office Plugins, CRM Integrations and custom business solutions.

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Version Control

Keep track of changes to documents over time, set permissions and rollback with version control.

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Document Creation

Quickly create templates that will automatically fill in information for commonly used documents - speeding up manual tasks and cutting down on admin.

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Access Controls

Utilise our industry leading security controls to protect critical business information at all lifecycle stages.

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Reporting

Comprehensive reporting gives you full visibility and control against all your documents, usage and audit trails.

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Cloud Client Portal

Share content, manage approvals, track activity, and communicate safely with your clients and colleagues in a secure, online workspace.

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Content Searching

Utilise powerful content searches across all major file formats, with additional search indexes within document contents.

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Compliance

Comply with data protection laws and regulations by securely organising and storing business documents.

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use the VC go app to access all your documents

Mobile App

Easily access your documents from anywhere, on any device, anytime. Transform how you work and enhance your client experiences.

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Workflow Automation

Automate business processes to stay productive, ensure compliance and increase visibility of job completion.

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Document Retention

Easily manage your company’s data governance and compliance policies to meet legal regulations and privacy laws.

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Filing Standardisation

Establish a standardised filing structure for your documents making indexing and retrieval easier and much and efficient. No more lost time looking for files.

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Multiple Branding

Send unlimited electronic signature requests from multiple fully white-labelled portal, giving your clients a cohesive experience.

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Benefits of Document Management Software

Reduce Storage Space

Avoid the added expense of storing paper documents, reduce the need for filing cabinets and free up space when you go digital.

Enhance Security

Keep sensitive data protected, improve controlled access and see audit trails – all with our ISO27001 compliant document management software.

Improve Regulatory Compliance

Requirements for certain document types can be complex – classify and store documents with ease. If you’re not compliant, you may receive fines and other penalties.

Easily Retrieve Documents

Don’t waste time looking for lost files. Instantly find what you’re looking for with our robust search and indexing tools.

Collaborate More Effectively

Distributing information and delegating tasks to colleagues and clients is easy with our task management tool.

Improve your Workflows

All of the above benefits of document management result in more productivity and ultimately better workflows for your business.

Hear about the benefits of document management software from our customers

Metis Wealth, Chartered Financial Planners

“We have been using the portal for 3.5 years now. People trust it.”

Nathan Faraday

Paraplanner

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"We can now retrieve or see a document in 5 or 6 seconds."

Ted Wetton

Managing Director

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“The emails I receive on cases can now automatically be filed to the correct client with Email Capture. This is a huge time saver!"

Sam Bailey

Partner

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100's of powerful integrations

Virtual Cabinet is built to work with existing IT ecosystems. With many different integrations across email, CRMs and practice management tools, teams can continue to use their favourite apps while maintaining file consistency – all in one place..

Myob online accounting software integrates with Virtual Cabinet

Fuse docs software integrates with Virtual Cabinet

Explore more integrations >

Hybrid Cloud Document Management

We're a cloud-first business and all of our products are cloud-ready.

Virtual Cabinet is a 'hybrid' cloud management platform.

What does this mean?

It's made up of products that can be installed 'on premise' or in a 'private cloud' (e.g. Virtual Cabinet), and can be integrated with 'public cloud' products (e.g. Virtual Cabinet Portal or Virtual Cabinet Go).

Cloud Document Management FAQs

How can I run Virtual cabinet in the cloud?

You can deploy the Virtual Cabinet cloud document management system to your existing private environment, or we can provide private cloud hosting for you via our Cloud for Virtual Cabinet (Cloud4VC) service. Cloud4VC is only available for UK Businesses.

Can I deploy Virtual Cabinet in AWS, Azure, GCP?

Yes, Amazon Web Services, Microsoft Azure and Google Cloud Platform all provide everything you need to run Virtual Cabinet securely in the cloud - either in full or in part.

How can I access Virtual Cabinet from my mobile?

We've developed apps for iOS, Android and Windows that allow you to access the core features of Virtual Cabinet any time, from anywhere, using our Virtual Cabinet Go service.

Even better, you don't need to provision a complicated infrastructure or network protection to provide your team with secure Virtual Cabinet access on the go — it's all done with a simple snap of a QR code.

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Improve Business Efficiency with Virtual Cabinet

Document Management System Features

Electronic-Signatures

Content Collaboration

Document Storage

Automatic Filing

Secure File Sharing

Integrations

Version Control

Document Creation

Access Controls

Reporting

Cloud Client Portal

Content Searching

Compliance

Mobile App

Workflow Automation

Document Retention

Filing Standardisation

Multiple Branding

Benefits of Document Management Software

Reduce Storage Space

Enhance Security

Improve Regulatory Compliance

Easily Retrieve Documents

Collaborate More Effectively

Improve your Workflows

Hear about the benefits of document management software from our customers

100's of powerful integrations

Hybrid Cloud Document Management

We're a cloud-first business and all of our products are cloud-ready.

Cloud Document Management FAQs

How can I run Virtual cabinet in the cloud?

Can I deploy Virtual Cabinet in AWS, Azure, GCP?

How can I access Virtual Cabinet from my mobile?

Virtual Cabinet Cloud